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Knowledge Base

Sign-up Guide

Your sign-up process starts with the following URL:https://www.helpviser.com/account-sign-up1st Step - Envato AccountFirst of all, you should integrate your Envato account in order to import your prod...

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Getting Started Guide

If you haven\'t yet created an Helpviser account, please checkout this article for account sign-up instructions:Sign-up GuideIf you have newly created a Helpviser account, first you\'ll need to config...

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Managing Your Tickets

TICKET LISTING You can access all the ticket related pages from the admin menu. There are basically 4 main links under the Tickets menu.Assigned to me: This page lists only the tickets assigned to you...

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Creating Subjects for Tickets

If you want the new subject to be visible only in tickets, select only "Tickets" in the "CONNECTION" field.

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Creating Subjects for Knowledge Base

If you want the new subject to be visible only in articles, select only "Articles" in the "CONNECTION" field.

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Creating Subjects for Community Portal

If you want the new subject to be visible only in tickets, select only "Tickets" in the "CONNECTION" field.

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Managing Products

You can list all of your Envato products in the "Products" page. In order to access this page, please click on "Products" from the admin menu.In order to edit the products\' details on your Helpviser ...

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Customer Details

The customer profile consists of 6 parts:Customer Info Summary: Provides information about the customerCustomer Purchases: Shows the licenses for purchases of the customer for each product with suppor...

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Customer Groups

You can add specific customer groups to differentiate or segment your customers. As this feature is not necessary to use, it may come handy in several situations.

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Customer Permissions Guide

You can access the page for changing customer permissions by clicking on the "Permissions" link under "ADMIN -> Customers" in the side menu.Customers in Helpviser are divided into four groups accor...

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Agent Permissions Guide

You can access the page for changing agent permissions by clicking on the "Permissions" link under "ADMIN -> Agents" in the side menu.To explain agent permissions, we should explain "Departments" f...

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Sales Report Guide

The Envato Sales Report page consists of 3 main parts: Sales Summary: Shows the sales of today, last 7 days and last 30 days, comparing it with yesterday, previous 7 days and previous 30 days.Sales Ch...

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Envato Statements

In this page, you can access and filter the statements from your Envato account in detail. The link to this page is Statements menu item under the Envato Insights in the side menu.Display all the deta...

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General Insights Guide

This page is for comparing multiple data on the same table. The link to this page is in the side menu.You can compare the Envato insights data with other details such as number of tickets, Google Anal...

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Branding Settings Guide

You can edit the appearance of your Helpviser account from this page. In order to access this page, click the settings from the right top menu.On this page, you can change the title of your site, add ...

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Homepage Settings Guide

The Homepage Settings consists of 7 parts:Welcome Text: This is the text in the hero section of your homepage:Search Bar: You can enable or disable the search bar in the hero section of your homepage....

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How to Track Helpviser traffic with Google Analytics

You can track the traffic of your public pages on Helpviser via Google Analytics. Follow the steps below to add a tracking code under all Helpviser public pages.Firstly, create a new property on https...

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How to Integrate your Website / Product Page Google Analytics Data to Helpviser Insights

If you integrate your website or product page Google Analytics with Helpviser, you will be able to pull the data to Helpviser and compare this data with other information such as Envato sales or numbe...

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Guide to Customer Verification with Envato Login

In order to provide customer verification using the Envato Login button, you need to do the steps below:1- Go to the "Settings" page, click on the "Envato Integration" tab and copy the "Confirmation U...

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Mailchimp integration Guide

In your signup page, there is a checkbox: "I also want to subscribe to <Your Brand> mailing list".In your "Customers List" page, you are able to filter the Customers who are subscribed to the ma...

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How to Import Ticket & Customer Data from Ticksy

In order to import your older tickets from your Ticksy account, copy your API crendetials from Ticksy and paste them to Helpviser Settings.

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How to Receive Slack Notifications for your Helpviser Account

Would you like the receive Slack Notifications when there is a new sale or a new comment on Envato and such?With the great feature of Helpviser, you can receive Slack notifications when a new event ha...

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